Broker Check

Our Advisors (Matthew Bagell)

Matthew Bagell, CPA

Partner

One out of every two doctors is unprepared for retirement(AMA Insurance Agency, Inc., 2013).  Why? Because most medical professionals start their career well after the average worker. The first time I heard these facts, I was shocked. How can doctors, who spend years studying and honing their craft, wind up so far behind the average American? Along with the healthcare industry, Leo Gotleib and I recognized a need for service that has seemingly been abandoned. That’s why we partnered to create Bridge Wealth Advisors, built to literally bridge the gap between doctors and their dreams of financial success and independence.

My career in the financial services industry started in the accounting field. After graduating from college, I worked as a Certified Public Accountant for five years. These were formative and highly educational years that gave me the foundation for the tax-smart strategies I employ today. While this proved to be a great experience, I ultimately found my true passion as a Financial Planner. Working on a personal and frequent basis with clients has been deeply rewarding, as I am able to use my knowledge for the benefit of others. Today, we are proud to provide a wid-range of comprehensive services catered directly to the needs of doctors, residents, dentists and more.

Outside of the office, I love spending time with my family, playing golf, going to the movies, and having nice dinners with friends.

  • Education: The George Washington University; Bachelors in Accountancy
  • Professional Designations: Certified Public Accountant (CPA)
    FINRA General Securities Representative Series 7
    FINRA Uniform Combined State Law License Series 66
    Life, Disability, and Long-Term Care, and Health Insurance Licensed